Free Resume Template · Finance & Accounting

Investment Analyst Resume Template

Investment analyst resumes should demonstrate rigorous financial modelling and the investment decisions your research influenced. Lead with fund size, asset classes covered, and the return or risk outcomes your recommendations drove.

Key Skills for Investment Analysts

Financial ModellingDCF ValuationComparable Company AnalysisBloomberg TerminalFactSetExcel (Advanced)Portfolio AnalysisAsset AllocationCFAMacroeconomic Analysis

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Investment Analyst Resume — Frequently Asked Questions

How do I show investment recommendations on my resume?

State the thesis and outcome concisely: "Initiated coverage on 6 mid-cap equities, with recommendations generating an average 14% outperformance against benchmark over 12 months."

Should I pursue and list CFA progress on my resume?

Yes — list your CFA level status (e.g. "CFA Level II candidate") directly under your name or in a certifications section; it is one of the strongest signals for buy-side and sell-side roles.

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